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Flywheel Private Wealth’s PepsiCo PEP Stock Holding History

Flywheel Private Wealth’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,850
Closed -$244K – 84
2025
Q2 		$244K Sell
1,850
-870
-32% -$117K 0.2% 70
2025
Q1 		$408K Hold
2,720
– – 0.37% 42
2024
Q4 		$414K Buy
+2,720
New +$446K 0.38% 44

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Flywheel Private Wealth's PEP Position: Q3 2025 in Review

Flywheel Private Wealth sold out of PepsiCo (PEP) in Q3 2025, closing a stake of 1,850 shares — an estimated $244K sold.

Flywheel Private Wealth first reported a position in PEP in Q4 2024 and held it in 3 quarters. The position peaked at $414K in Q4 2024. 3,312 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Flywheel Private Wealth reported no remaining PepsiCo position as of Q3 2025 after selling out during the quarter.
  • Flywheel Private Wealth sold 1,850 PepsiCo shares in Q3 2025, an estimated $244K.
  • Flywheel Private Wealth first reported a position in PepsiCo in Q4 2024 and held it in 3 quarters.
  • Flywheel Private Wealth's PepsiCo position peaked at $414K in Q4 2024.
  • 3,312 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Flywheel Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.